Family Business http://wealthmanagement.com/taxonomy/term/23691/more en Convening the Family http://wealthmanagement.com/family-business/convening-family <div class="field-byline"> Erik Strid </div> <div class="field-deck"> Family meetings are an effective way to get in front of controversial topics and create a needed discipline for the family to make important multi-generational decisions </div> <div class="node-body article-body"><p>Family meetings are an effective way to get in front of controversial topics and create a needed discipline for the family to make important multi-generational decisions involving real estate, inheritances and family businesses</p> </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/convening-family" target="_blank">read more</a></p> Asset Protection Family Business Estate Planning Wealth Planning Wed, 10 Sep 2014 14:29:00 +0000 648751 at http://wealthmanagement.com <p>Jacqueline Kennedy (1929 - 1994) with her children Caroline and John in the living room of the Kennedy ancestral home at Dunganstown, County Wexford, during a family holiday in Ireland, June 29, 1967.</p> Central Press/Stringer/Getty Images Don’t Wait, Formalize your Succession Plan Now http://wealthmanagement.com/family-business/don-t-wait-formalize-your-succession-plan-now <div class="field-byline"> Jay W. Penn </div> <div class="field-deck"> Without a succession plan, advisors are placing themselves, their families and their clients at serious financial risk. </div> <div class="node-body article-body">Without a succession plan, advisors are placing themselves, their families and their clients at serious financial risk.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/don-t-wait-formalize-your-succession-plan-now" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/don-t-wait-formalize-your-succession-plan-now#comments Family Business Wealth Planning Wed, 27 Aug 2014 13:00:00 +0000 638961 at http://wealthmanagement.com Janka Dharmasena/iStock/Thinkstock Online Resources for Business Succession Planning http://wealthmanagement.com/technology/online-resources-business-succession-planning <div class="field-deck"> Family business succession planning resources on the Internet </div> <div class="node-body article-body">Donald H. Kelley offers a guided tour of the various family business succession planning resources on the Internet.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/technology/online-resources-business-succession-planning" target="_blank">read more</a></p> http://wealthmanagement.com/technology/online-resources-business-succession-planning#comments Technology Family Business Public Wed, 13 Aug 2014 13:31:00 +0000 628911 at http://wealthmanagement.com shutter_m/iStock/Thinkstock Industry Insights with Amelia Renkert-Thomas http://wealthmanagement.com/high-net-worth/industry-insights-amelia-renkert-thomas <div class="node-body video-body">Amelia Renkert-Thomas, joint managing director of Withers Consulting Group, joins us to discuss client councils and how useful they can be in a family office context.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/high-net-worth/industry-insights-amelia-renkert-thomas" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/industry-insights-amelia-renkert-thomas#comments Wealth Planning Family Business Estate Planning High Net Worth Thu, 07 Aug 2014 13:00:00 +0000 621991 at http://wealthmanagement.com Financial Advisor Succession Planning: Start Early http://wealthmanagement.com/careers/financial-advisor-succession-planning-start-early <div class="node-body article-body">As the owner of a successful financial advisory practice, one of the most daunting challenges you will undertake is succession planning for your business.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/careers/financial-advisor-succession-planning-start-early" target="_blank">read more</a></p> http://wealthmanagement.com/careers/financial-advisor-succession-planning-start-early#comments Family Business Careers Wealth Planning Wed, 06 Aug 2014 13:00:00 +0000 622321 at http://wealthmanagement.com George Doyle/Valueline/Thinkstock Enhancing Leadership Through Advisory Boards http://wealthmanagement.com/family-business/enhancing-leadership-through-advisory-boards <div class="field-deck"> An effective tool for strategic planning and corporate governance </div> <div class="node-body article-body">J. Kevin Muldowney discusses how advisory boards can benefit a number of family businesses</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/enhancing-leadership-through-advisory-boards" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/enhancing-leadership-through-advisory-boards#comments Family Business Premium T&E Tue, 24 Jun 2014 14:00:00 +0000 590891 at http://wealthmanagement.com Thinking About a Captive Insurance Company for Your Business? http://wealthmanagement.com/family-business/thinking-about-captive-insurance-company-your-business <div class="field-deck"> What you need to know </div> <div class="node-body article-body">Celia R. Clark discusses the pros and cons of captive insurance companies</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/thinking-about-captive-insurance-company-your-business" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/thinking-about-captive-insurance-company-your-business#comments Family Business Premium T&E Tue, 24 Jun 2014 13:40:00 +0000 590871 at http://wealthmanagement.com Charitable Planning With Closely Held Business Interests http://wealthmanagement.com/family-business/charitable-planning-closely-held-business-interests <div class="field-deck"> Avoid the tax traps that can get in the way of a successful gift </div> <div class="node-body article-body">There lie dragons ahead. How to help clients with family businesses avoid the tax traps that can get in the way of successful charitable gifts.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/charitable-planning-closely-held-business-interests" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/charitable-planning-closely-held-business-interests#comments Family Business Premium T&E Mon, 09 Jun 2014 17:16:00 +0000 564841 at http://wealthmanagement.com My Family Enterprise Day http://wealthmanagement.com/family-business/my-family-enterprise-day <div class="field-deck"> Don’t overlook what’s all around you </div> <div class="node-body article-body">It's easy to miss how pervasive family businesses, and the complexities they entail, affect life in the United States and around the world.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/family-business/my-family-enterprise-day" target="_blank">read more</a></p> http://wealthmanagement.com/family-business/my-family-enterprise-day#comments Family Business Public Tue, 27 May 2014 18:36:00 +0000 569141 at http://wealthmanagement.com Scattergories? http://wealthmanagement.com/client-relations/scattergories <div class="field-deck"> Getting on the right track for financial security </div> <div class="node-body article-body">As a long-time proponent of knowing one’s own finances to be able to live a financially secure and purposeful life, I was recently reminded of some of the challenges that arise when one attempts to actually keep track of income and expenses.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/scattergories" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/scattergories#comments Client Relations Family Business Public Mon, 05 May 2014 20:00:00 +0000 552461 at http://wealthmanagement.com